Discover Your Money Personality: Approachable, Practical, and Human Financial Wellness

About this episode

In this episode, Eric Brotman and Linda Grizely discuss the emotional aspects of financial decision-making and the concept of money personality in relation to retirement spending.

Welcome back to Don’t Retire… Graduate! In today's episode, we're diving into a topic that resonates with so many retirees and those preparing for retirement: how to graduate from guilt and finally feel good about spending in retirement. Joining me is Linda Grizely, a personal finance expert and financial wellness speaker who specializes in helping people turn financial overwhelm into empowerment. Linda makes money feel approachable, practical, and human, and today she's here to guide us through the emotional and psychological aspects of financial decision-making, especially as it relates to spending in retirement. During our conversation, Linda and I explored the shame and taboo that often surround both having and not having money. We discussed the importance of understanding your "money personality," a concept Linda developed to help individuals recognize how they interact with finances and why certain spending or saving behaviors feel easier or more challenging. In real time, I took Linda’s money personality assessment (available free on her website), which revealed me as a "spender"—a money personality that uses finances to invest in memories and express love rather than…

People in this episode

Guest: Linda Grizely

Topics covered

• financial wellness
• money personality
• retirement spending
• emotional aspects of finance

Keywords

• guilt-free spending
• ME! Money Method
• financial empowerment
• money assessment

Mentioned in this episode

Products: money personality assessment, ME! Money Method

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